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Disclosery

Cerity Partners LLC: TER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on TER, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 186,605 TER shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,605 shares
    Change vs previous 13F -17,630 shares

    0.11% of the 13F portfolio, value $90,286,778.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 204,235 shares
    Change vs previous 13F -254,817 shares

    0.09% of the 13F portfolio, value $60,547,480.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 459,052 shares
    Change vs previous 13F +110,148 shares

    0.13% of the 13F portfolio, value $88,853,946.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 348,904 shares
    Change vs previous 13F +12,544 shares

    0.08% of the 13F portfolio, value $48,023,043.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 336,360 shares
    Change vs previous 13F +4,604 shares

    0.05% of the 13F portfolio, value $30,245,452.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 331,756 shares
    Change vs previous 13F +321,768 shares

    0.06% of the 13F portfolio, value $27,402,975.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,988 shares
    Change vs previous 13F -1,383 shares

    <0.01% of the 13F portfolio, value $1,304,649.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,522,922.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).